Institutional Ownership Ishares Trust Aaa A Rated Corp (QLTA)
This table provides information about the institutional ownership of Ishares Trust Aaa A Rated Corp (QLTA). We have compiled data on the 173 institutions that hold shares in the stock, with a total of 22 Million shares, which have been reported (via 13F filing form) to have a value of $1.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
23,505
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2024
Reduced 38.88%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
21,640
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
21,577
shares
|
$1.02 Million
0.48% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
21,101
shares
|
$998,288
0.12% of portfolio
|
Q4 2024
Added 20.67%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Feb 13, 2025 Q4 2024 |
20,762
shares
|
$982,250
0.87% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
20,606
shares
|
$974,869
0.08% of portfolio
|
Q4 2024
Added 19.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,876
shares
|
$940,333
0.0% of portfolio
|
Q3 2024
Reduced 14.64%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
19,470
shares
|
$921,125
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
19,061
shares
|
$901,775
0.21% of portfolio
|
Q4 2024
Added 10.61%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
18,570
shares
|
$878,546
0.0% of portfolio
|
Q4 2024
Added 281.94%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
18,141
shares
|
$858,250
0.01% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
17,500
shares
|
$827,925
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
15,900
shares
|
$752,229
0.21% of portfolio
|
Q3 2022
Added 183.93%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
15,848
shares
|
$749,768
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
15,211
shares
|
$719,632
0.07% of portfolio
|
Q1 2022
Reduced 5.91%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
14,383
shares
|
$680,459
0.08% of portfolio
|
Q4 2024
Added 73.9%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
14,199
shares
|
$671,754
0.04% of portfolio
|
Q4 2023
Added 25.92%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,846
shares
|
$655,054
0.02% of portfolio
|
Q1 2024
Added 2.03%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
13,639
shares
|
$645,261
0.15% of portfolio
|
Q4 2024
Reduced 7.49%
|
|
|
Cambiar Investors LLC
|
Jan 29, 2025 Q4 2024 |
13,572
shares
|
$642,091
0.03% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
12,863
shares
|
$608,548
0.05% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
12,230
shares
|
$578,601
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
12,074
shares
|
$571,220
0.01% of portfolio
|
Q4 2024
Added 18.31%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
12,036
shares
|
$569,423
0.02% of portfolio
|
Q4 2024
Reduced 57.07%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
11,981
shares
|
$566,821
0.05% of portfolio
|
Q4 2024
Added 24.39%
|